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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Apollon Wealth Management
South Carolina
$336K +$310K +4,388 New
CWP
502
Cyndeo Wealth Partners
Florida
$332K +$3.32K +47 +1%
FAIM
503
Financial Advocates Investment Management
Washington
$329K -$15.8K -223 -5%
ZB
504
Zions Bancorporation
Utah
$329K +$304K +4,303 New
FFO
505
Fiduciary Family Office
Florida
$327K +$302K +4,274 New
RJT
506
Raymond James Trust
Florida
$325K +$67.7K +958 +29%
KCM
507
Kathmere Capital Management
Pennsylvania
$324K -$27K -382 -8%
SWS
508
SYSTM Wealth Solutions
Illinois
$317K +$24.7K +349 +9%
AOI
509
Auto-Owners Insurance
Michigan
$317K
NYLIM
510
New York Life Investment Management
New York
$317K +$32.4K +459 +12%
EWM
511
Elite Wealth Management
Washington
$316K +$1.48K +21 +0.5%
3IP
512
3Chopt Investment Partners
Virginia
$313K +$289K +4,094 New
UCFA
513
United Capital Financial Advisors
Texas
$312K -$89.3K -1,263 -24%
SG Americas Securities
514
SG Americas Securities
New York
$309K +$66.8K +945 +30%
LSPW
515
Lake Street Private Wealth
Illinois
$308K +$285K +4,027 New
CFG
516
Citizens Financial Group
Rhode Island
$307K +$51.1K +723 +22%
GCM
517
Gator Capital Management
Florida
$306K
Pzena Investment Management
518
Pzena Investment Management
New York
$295K +$273K +3,860 New
SAM
519
Sawgrass Asset Management
Florida
$294K +$2.62K +37 +1%
AWS
520
Atria Wealth Solutions
New York
$294K -$14.3K -202 -5%
XT
521
XTX Topco
Cayman Islands
$292K -$660K -9,336 -71%
PP
522
Patten & Patten
Tennessee
$292K +$42.6K +603 +19%
FTDI
523
First Trust Direct Indexing
Massachusetts
$291K +$26K +368 +11%
KFS
524
Kaizen Financial Strategies
California
$291K
CCA
525
Checchi Capital Advisers
California
$290K +$495 +7 +0.2%